Tax Manager

MKIS Professional Search•Cleveland, OH

4d•Hybrid

About The Position

Tax Manager – Private Funds Multiple Locations | Hybrid Work Environment If youre a Private Funds tax professional who enjoys leading teams, advising sophisticated clients, and working through complex fund structures, this role offers the chance to step into a true leadership position—without sacrificing balance, visibility, or growth. This opportunity sits within a nationally respected Private Funds tax practice serving hedge funds, with exposure to private equity, fund-of-funds, and real estate vehicles. Youll operate as a trusted advisor to fund managers, guide high-performing teams, and contribute directly to both client strategy and practice growth. What Youll Do Tax Strategy & Compliance Lead tax compliance and advisory engagements for hedge funds and other private fund clients Review complex partnership and corporate tax returns, with emphasis on: Hedge fund structures Investor allocations Income recharacterization Advise on advanced technical areas including securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements Interpret evolving tax legislation impacting private funds and identify planning opportunities Provide guidance on federal, state, and international tax matters, including PFIC, CFC, and withholding considerations Manage multiple engagements while maintaining high standards for quality and client service Client Leadership Serve as the primary client contact, owning relationships, timelines, and deliverables Drive engagement planning and execution in collaboration with partners and directors Identify and implement tax strategies aligned with client objectives Oversee billing, budgeting, and WIP management Build long-term, trust-based client relationships through proactive communication Team & Practice Leadership Lead, coach, and mentor staff and seniors, supporting both technical and career development Foster a collaborative, high-accountability team environment Contribute to training, mentoring, and leadership development initiatives Support process improvements and knowledge sharing across the broader Private Funds tax group Bring forward-thinking ideas and a continuous-improvement mindset to leadership What You Bring Bachelors degree in Accounting or related field CPA license or active progress toward completion 5+ years of progressive public accounting experience focused on private fund taxation (hedge, private equity, or real estate) Demonstrated experience managing client relationships and engagement teams Strong communication skills with the ability to explain complex tax concepts clearly Proven leadership, project management, and organizational capabilities Comfort operating in a fast-paced, collaborative environment Preferred Experience Review of complex, multi-tier partnership structures Fund-level and investor-level allocation expertise Knowledge of carried interest, incentive allocations, and distribution waterfalls Ability to spot planning opportunities and contribute meaningfully to strategic client discussions Locations Cleveland, Akron, Youngstown, OH Baltimore, MD Buffalo or New York, NY Chicago, IL Denver / Greenwood Village, CO Detroit or St. Clair Shores, MI Milwaukee, WI Philadelphia or Pittsburgh, PA Hybrid work model Why This Role Stands Out This is a leadership role for tax professionals who want influence—not just responsibility. Youll work in a people-first environment that values expertise, collaboration, and long-term career development, while operating in one of the most technically challenging and in-demand areas of tax. If youre looking to deepen your Private Funds expertise, expand your leadership footprint, and work with clients who value strategic insight—not just compliance—this role deserves a closer look.

Requirements

Bachelors degree in Accounting or related field
CPA license or active progress toward completion
5+ years of progressive public accounting experience focused on private fund taxation (hedge, private equity, or real estate)
Demonstrated experience managing client relationships and engagement teams
Strong communication skills with the ability to explain complex tax concepts clearly
Proven leadership, project management, and organizational capabilities
Comfort operating in a fast-paced, collaborative environment

Nice To Haves

Review of complex, multi-tier partnership structures
Fund-level and investor-level allocation expertise
Knowledge of carried interest, incentive allocations, and distribution waterfalls
Ability to spot planning opportunities and contribute meaningfully to strategic client discussions

Responsibilities

Lead tax compliance and advisory engagements for hedge funds and other private fund clients
Review complex partnership and corporate tax returns, with emphasis on: Hedge fund structures Investor allocations Income recharacterization
Advise on advanced technical areas including securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements
Interpret evolving tax legislation impacting private funds and identify planning opportunities
Provide guidance on federal, state, and international tax matters, including PFIC, CFC, and withholding considerations
Manage multiple engagements while maintaining high standards for quality and client service
Serve as the primary client contact, owning relationships, timelines, and deliverables
Drive engagement planning and execution in collaboration with partners and directors
Identify and implement tax strategies aligned with client objectives
Oversee billing, budgeting, and WIP management
Build long-term, trust-based client relationships through proactive communication
Lead, coach, and mentor staff and seniors, supporting both technical and career development
Foster a collaborative, high-accountability team environment
Contribute to training, mentoring, and leadership development initiatives
Support process improvements and knowledge sharing across the broader Private Funds tax group
Bring forward-thinking ideas and a continuous-improvement mindset to leadership